A Financial Adviser since 1973, and with experience advising individual, business owners, executives and non-profit organizations, Tim strives to provide personalized service to teach of his clients.  His services include regular client reviews, seminars and market commentaries. As well as annual tax planning strategies, complimentary professional financial plans and in conjunction with a network of local attorneys, living trusts, wills and other important personal legal documents. During his career, Tim as had the opportunity to be a Financial Advisor, a Branch Manager and often has the privilege of speaking to and mentoring other Financial Advisors. In addition to his career with UBS, Tim held positions with State Life Insurance Co., Cornell/Clink & Associates, E.F. Hutton & Co., J.C. Bradford and UBS (formerly PaineWebber).  Working primarily with pre-retirees and retires, Tim employs a collaborative, comprehensive approach. He partners with a clients' other trusted advisors, to guide them in the areas of estate planning, insurance and tax and retirement planning.

Tim attended Indiana State University, where he studied speech and debate. A Certified Investment Management Analyst professional, Tim also holds Series 3, 4, 7, 8, 63 and 65 securities licenses as well as necessary insurance licenses.

An active community member, Timothy dedicates much of his personal time to the Ohio Foundation for Mental Health, The Dayton Philharmonic, The Breast Cancer Foundation and he also sits on the governing Board of Fairhaven Church as Financial Secretary. He and his wife, Ann, have three adult children and are residents of Kettering. He enjoys playing golf, biking, skiing, reading and jogging, and has even completed two half marathons with his daughter.